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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,869 | $78,690-39.2% | $161,489-70.4% | $87,485-45.3% |
| Participation rate | 31.3% | 67.5%-36.2pp | 78.7%-47.4pp | 68.9%-37.7pp |
| Annual return | 17.95% | 32.74%-14.8pp | 89.72%-71.8pp | 26.06%-8.1pp |
| Employer contribution / active EE | $1,011 | $2,588-60.9% | $4,268-76.3% | $2,596-61.0% |
| Participant deferral / active EE | $2,044 | $3,311-38.3% | $5,630-63.7% | $4,274-52.2% |
| Admin fee / account holder | $2,914 | $6,724-56.7% | $16,006-81.8% | $7,775-62.5% |